Afternoon all, Is there a way to make it so that when user mark a deal as lost then it has to be ap

Glen Urquhart
Glen Urquhart Member Posts: 1
edited May 2022 in Sales CRM #1




  • Amit Sarda (
    Amit Sarda ( Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited May 2021 #2

    Set up an automation to create an activity for the line manager to review the deal after it is marked lost.